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Clifford Group’s Morgan Stanley MS Stock Holding History

Clifford Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$920K Buy
5,592
+300
+6% +$51.9K 0.71% 21
2025
Q4 		$939K Sell
5,292
-183
-3% -$30.5K 0.73% 20
2025
Q3 		$870K Sell
5,475
-527
-9% -$77.8K 0.68% 19
2025
Q2 		$845K Sell
6,002
-61
-1% -$7.49K 0.69% 20
2025
Q1 		$707K Sell
6,063
-488
-7% -$62.9K 0.66% 23
2024
Q4 		$824K Sell
6,551
-101
-2% -$12.4K 0.63% 23
2024
Q3 		$693K Sell
6,652
-339
-5% -$34.1K 0.54% 30
2024
Q2 		$679K Sell
6,991
-110
-2% -$10.5K 0.55% 29
2024
Q1 		$669K Buy
7,101
+510
+8% +$44.9K 0.55% 33
2023
Q4 		$615K Buy
6,591
+311
+5% +$24.9K 0.57% 32
2023
Q3 		$513K Sell
6,280
-592
-9% -$51.4K 0.56% 38
2023
Q2 		$587K Buy
6,872
+1,317
+24% +$113K 0.63% 38
2023
Q1 		$488K Sell
5,555
-547
-9% -$51K 0.59% 35
2022
Q4 		$519K Buy
+6,102
New +$520K 0.65% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clifford Group's MS Position: Q1 2026 in Review

Clifford Group increased its Morgan Stanley (MS) stake by 5.7% in Q1 2026, buying an estimated $51.9K and bringing the position to 5,592 shares worth $920K. The position accounts for 0.71% of the portfolio, ranked #21.

Clifford Group first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $939K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Clifford Group held 5,592 shares of Morgan Stanley worth $920K as of Q1 2026.
  • Clifford Group bought 300 Morgan Stanley shares in Q1 2026, an estimated $51.9K.
  • Morgan Stanley made up 0.71% of Clifford Group's portfolio in Q1 2026, its #21 holding.
  • Clifford Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's Morgan Stanley position peaked at $939K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.